Stephanni
Sharp

Commonwealth Financial Network

CRD#6302624
Investment Advisor
in San Diego, CA

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About this Advisor

Stephanni Sharp is a financial advisor working in San Diego, California, with a total of 2 years of relevant experience. Sharp is currently employed by Commonwealth Financial Network. Their career trajectory has included roles at Commonwealth Finanical Network, Ashford University, Independent Financial Group and Commonwealth Financial Network. Sharp maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Commonwealth Financial Network is a business operating out of Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 financial advisors. It administers $146 billion in assets across its 585,629 accounts, placing it among the largest firms in the country by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 customer accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules vary depending on which service is provided. Fees charged by Commonwealth Financial Network most likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

4715 Viewridge Ave Suite 250
San Diego, CA 92123

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

CA Average: $16,012,751,954
Total Number of Employees

4,300

CA Average: 118
Total Number of Accounts

585,629

CA Average: 4,567
Average Account Size

$249,965

CA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Stephanni Sharp Work History

Stephanni has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Commonwealth Financial Network

2016 - 2021 (5 years)

Independent Financial Group

2014 - 2016 (2 years)

Commonwealth Finanical Network

2013 - 2014 (1 year)

Ashford University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stephanni Sharp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Laura Jastrab
Waltham, MA
Mark Kutzke
Rochester, MN
Alejandro Biagiotti
Bedford, NH
Jason Wright
Saint George, UT
Laura Clem
San Diego, CA
Sean Roche
Waltham, MA
Sviatlana Maslava
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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